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Immersion

137 hedge funds and large institutions have $135M invested in Immersion in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 27

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

11% more funds holding

Funds holding: 123137 (+14)

4.43% more ownership

Funds ownership: 54.08%58.51% (+4.4%)

14% less capital invested

Capital invested by funds: $157M → $135M (-$22.2M)

83% less call options, than puts

Call options by funds: $1.8M | Put options by funds: $10.4M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
137
Holders Change
+14
Holders Change %
+11.38%
% of All Funds
2.15%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
47
Increased
41
Reduced
27
Closed
33
Calls
$1.8M
Puts
$10.4M
Net Calls
-$8.6M
Net Calls Change
-$6.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OP
126
ORG Partners
Indiana
$2.92K +$2.98K +403 New
HWM
127
HighMark Wealth Management
Minnesota
$2.56K +$2.67K +361 New
NA
128
NewEdge Advisors
Louisiana
$2.34K +$2.44K +330 New
VCM
129
Versant Capital Management
Arizona
$2.12K
National Bank of Canada
130
National Bank of Canada
Quebec, Canada
$1.42K
IPW
131
Impact Partnership Wealth
Georgia
$1.25K +$1.3K +176 New
FWM
132
Focused Wealth Management
New York
$779
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$708
SHIM
134
Stone House Investment Management
Pennsylvania
$673
2L
135
25 LLC
Missouri
$504 +$518 +70 New
IA
136
IFP Advisors
Florida
$135
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$106 +$111 +15 New
EI
138
EAM Investors
California
-$2.22M -248,403 Closed
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
-$1.74M -191,644 Closed
Jacobs Levy Equity Management
140
Jacobs Levy Equity Management
New Jersey
-$1.46M -163,859 Closed
CSS
141
Cubist Systematic Strategies
Connecticut
-$1.24M -138,158 Closed
Arrowstreet Capital
142
Arrowstreet Capital
Massachusetts
-$1.16M -130,042 Closed
HF
143
HRT Financial
New York
-$993K -111,150 Closed
NAMA
144
Nikko Asset Management Americas
New York
-$821K -93,225 Closed
Sumitomo Mitsui Trust Group
145
Sumitomo Mitsui Trust Group
Japan
-$833K -93,225 Closed
JF
146
Jump Financial
Illinois
-$672K -75,156 Closed
Marshall Wace
147
Marshall Wace
United Kingdom
-$521K -58,295 Closed
Verition Fund Management
148
Verition Fund Management
Connecticut
-$400K -44,716 Closed
VF
149
Virtu Financial
New York
-$318K -35,524 Closed
Connor, Clark & Lunn Investment Management (CC&L)
150
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$259K -28,930 Closed

IMMR Hedge Fund Activity: Q2 2023 in Review

137 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Immersion (IMMR) for Q2 2023, worth a combined $135M — down 14% from $157M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IMMR positions and 33 closed out — a net gain of 14 holders — while 41 added to existing stakes and 27 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $7.44M. The largest seller was Millennium Management, cutting an estimated $9.13M.

  • 137 institutional investors held Immersion (IMMR) as of Q2 2023, up from 123 in Q1 2023.
  • Funds reported $135M of Immersion stock for Q2 2023, down 14% quarter-over-quarter.
  • 47 funds opened new Immersion positions in Q2 2023 and 33 closed out, a net change of +14 holders.
  • The largest Immersion buyer in Q2 2023 was LSV Asset Management, an estimated $7.44M added.
  • The largest Immersion seller in Q2 2023 was Millennium Management, an estimated $9.13M sold.

Based on aggregated 13F filings for Q2 2023.